Assistant Manager - Portfolio Analytics.MGN Pak - Private Banking Head & Central Team.RBG-MGNPAK
Tasks
- Automate key reports
- Coordinate portfolio change uploads
- Ensure policy and SOP compliance
- Maintain KYC documentation
- Prepare MIS and key reports
- Prepare performance scorecard input files
- Promote non investment campaigns
- Provide customer service within TAT
- Review reports and remediate gaps
- Share ad hoc BI reports
- Support EAM onboarding
- Support audit outcomes
- Track portfolio growth and decline
Perks/Benefits
- N/A
Skills/Tech-stack
Business Objects | Excel | Power BI | PowerPoint | SQL
Education
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